The huge, long-term tailwinds driving Semiconductor growth

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 A Closer Look at Healthcare and Industrials

A Closer Look at Healthcare and Industrials

Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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Davis Advisors – Unique Attributes

Davis Advisors – Unique Attributes

Why our commitment to a single investment philosophy, uncommon co-investment, true active management and experience have generated attractive returns versus the benchmarks over nearly half a century
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Companies Who Rode the Easy Money Bubble

Companies Who Rode the Easy Money Bubble

Examples of how the low interest bubble era fueled speculation and irrational valuations
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Investor Education
A Market Correction is an Opportunity.
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